What AI bubble is LTBR in?

Lightbridge Corporation (LTBR) is mapped to the Nuclear / SMR bubble on QuantAbundance. Lightbridge: pre-revenue nuclear fuel developer (metallic fuel for light-water reactors and SMRs); the speculative fuel tier of the nuclear exposure.

What sector is LTBR in?

Lightbridge Corporation is classified under GICS Industrials (Electrical Equipment).

What is LTBR's last close price?

LTBR last closed at $5.09 on 2026-10-23.

LTBR

NASDAQ

Lightbridge Corporation stock

Industrials · Electrical Equipment

$5.09last close

-78.0%~252d

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Price

-77.97% over 1Y

Video teardown

A walkthrough of this page: the numbers, the levels, and where it sits.

Thesis

as of 2026-10-25

Bull case

Structural read: a pre-revenue fuel developer whose cash is the floor and whose timeline is the risk. 3M of operating cash used in the first half. The product is years away: the August 2026 equity awards tie management's milestones to a pilot-scale fuel fabrication facility and a first complete lead test assembly, with deadlines running from 2029 to 2034.

Cash covers many years of the current burn: $237.5M at 2026-06-30 against $8.3M of operating cash used in six months.
Fuel samples have been under irradiation in INL's Advanced Test Reactor since November 2025, the first in-reactor data for the design.
Selected in August 2026 for the DOE Nuclear Energy Launch Pad, the route the company has applied through for a pilot-scale fuel fabrication capability.
The pitch fits both markets at once: more power from today's reactor fleet, and a fuel for small modular reactors.

Bear case

No revenue, and none in sight: a commercial fuel needs lead test assemblies, regulatory approval and a utility willing to load it, a path measured in years.
Dilution is the funding model: $44.4M raised from about 3.8M shares sold through the at-the-market program in the first half, with about $96.1M still available under the $150M program at 2026-06-30.
The company says its existing capital is not sufficient to fund its long-term operations and commercialization.
Spending is rising: research and development more than doubled year on year in Q2 (from $1.6M to $3.9M), and a pilot fabrication facility would cost far more.
The stock trades with the nuclear theme and has fallen about 82 % from its October 2025 closing high.

•2022 : agreements with Battelle Energy Alliance (operator of Idaho National Laboratory) to develop Lightbridge Fuel; extended in March 2026 through September 2032
•2025-11 : fuel material coupon samples inserted into the Advanced Test Reactor at INL (milestone certified by the compensation committee)
•2026-H1 : $44.4M net raised through the at-the-market program (about 3.8M shares); about $96.1M left of the $150M program at 2026-06-30
•2026-06-30 : cash and equivalents $237.5M, no debt; Q2 net loss $5.8M, interest income $1.9M
•2026-08-06 : equity awards tied to a pilot-scale fuel fabrication facility and a first complete lead test assembly (deadlines 2029 to 2034); Andrey Mushakov named EVP and COO
•2026-08-24 : selected for the DOE Nuclear Energy Launch Pad program (National Reactor Innovation Center at INL)

Analyze LTBR· interactive tools

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Bubbles· capital-flow co-movement

Nuclear / SMRprimaryw 0.30

Themes· editorial groupings

Nuclear

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: -
Last update: 2026-10-23

Frequently asked questions

What AI bubble is LTBR in?: Lightbridge Corporation (LTBR) is mapped to the Nuclear / SMR bubble on QuantAbundance. Lightbridge: pre-revenue nuclear fuel developer (metallic fuel for light-water reactors and SMRs); the speculative fuel tier of the nuclear exposure.
What sector is LTBR in?: Lightbridge Corporation is classified under GICS Industrials (Electrical Equipment).
What is LTBR's last close price?: LTBR last closed at $5.09 on 2026-10-23.